CUSTOMIZED ACCOUNTS

PG Client Portal & Document Vault

A dynamic interactive portal for portfolio information and performance data, plus a secure online vault containing archived copies of quarterly and annual report packages.

PG Wealth Management System

A fully encrypted, secure account aggregation site for organizing your complete financial picture, including daily updates, advanced holistic planning, document storage, and online collaboration.

PG 401K Platform

Access to your Proffitt Goodson managed 401k investment platform for viewing and choosing individual investment options, plus daily valuation reports.